Remote Investments Jobs · US

• Perform title research utilizing multiple primary and secondary data sources
• Track and manage the supporting documents for real estate actions
• Develop project schedules and timelines

LMI is a digital solutions provider dedicated to accelerating government impact with innovation and speed. They bring commercial-grade platforms and mission-ready AI to federal agencies. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors.

• Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
• Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
• Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today they serve over 31,300 families in more than 90 cities across the U.S. and their employee base and client-facing team are composed of 50% women, reflecting their commitment to diversity.

• Work directly with sophisticated investors in pre-IPO and secondary markets.
• Maintain trust, resolve issues, and elevate the investor journey.
• Provide professionalism, speed, and precision at the intersection of fintech and private markets.

StartEngine is a FinTech company that drives the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors and are dedicated to delivering a high-touch, white-glove experience to their accredited investor community.

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
• Advises customers on wealth and investment strategies and products that meet customer’s objectives.
• Fulfills sales and service activities for the customer in accordance with approved procedures.

BMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, they provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

• Partner with management to monitor performance and drive value creation plans.
• Serve as liaison between Investment Teams and coordinate with the Value Creation Team.
• Track performance, flag issues early, and monitor financial and operating metrics.

LLR Partners invests in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion and partnered with over 130 companies; they aim to add value through flexible capital, strategic guidance and sector insight.

• Play a pivotal role in supporting the grain and feed value chains by providing expert brokerage services and market insight.
• Work directly with producers and agribusinesses across the agricultural industry to help them understand and confidently use futures and options.
• Analyze market conditions, assess each client’s unique price-risk exposure, and guide them in building and executing personalized risk-management plans.

Ever.Ag offers innovative AgTech solutions and services that empower agriculture, food, and beverage supply chains to feed a growing world. With decades of experience and industry-leading innovations, their technology, risk management, and market intelligence provide our customers with the tools and insights they need to operate more efficiently, sustainably, and strategically across every stage of the supply chain.

• Design and implement OCIO operating procedures, workflows, and controls.
• Own OCIO investment operations including trading coordination, cash movements, and reconciliations.
• Manage relationships with custodians, fund administrators, OMS/IBOR providers, and data vendors.

They believe in giving associates progressive opportunities while actively nurturing professional growth and giving back to the community. They are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.